We are live on ! Find out more
EEM icon

iShares MSCI Emerging Markets ETF

1,111 hedge funds and large institutions have $21.7B invested in iShares MSCI Emerging Markets ETF in 2018 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 345 increasing their positions, 457 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 87

2.02% more ownership

Funds ownership: 68.09%70.11% (+2%)

1% more funds holding

Funds holding: 1,0951,111 (+16)

1% more funds holding in top 10

Funds holding in top 10: 9192 (+1)

4% more capital invested

Capital invested by funds: $21B → $21.7B (+$750M)

25% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 457

29% less call options, than puts

Call options by funds: $8.71B | Put options by funds: $12.3B

Holders
1,111
Holders Change
+16
Holders Change %
+1.46%
% of All Funds
25.4%
Holding in Top 10
92
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.1%
% of All Funds
2.1%
New
106
Increased
345
Reduced
457
Closed
87
Calls
$8.71B
Puts
$12.3B
Net Calls
-$3.63B
Net Calls Change
+$1.47B
Name Holding Trade Value Shares
Change
Change in
Stake
RWG
1001
Regal Wealth Group
California
$79K
AIA
1002
Armor Investment Advisors
North Carolina
$79K +$6.47K +150 +9%
SIAP
1003
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$78K
SFM
1004
Signet Financial Management
New Jersey
$77K -$40.4K -935 -34%
First Manhattan
1005
First Manhattan
New York
$76K
KTC
1006
Kistler-Tiffany Companies
Pennsylvania
$76K
SFC
1007
SYM Financial Corp
Indiana
$72K -$34.8K -807 -33%
CBT
1008
Capital Bank & Trust
California
$70K +$42K +972 +149%
CGT
1009
Capital Guardian Trust
California
$70K +$70.8K +1,640 New
EK
1010
Evensky & Katz
Florida
$69K -$30.3K -703 -30%
GCM
1011
Gables Capital Management
Florida
$69K -$4.32K -100 -6%
AssetMark Inc
1012
AssetMark Inc
California
$67K -$8.35M -193,488 -99%
AIM
1013
Advantage Investment Management
Iowa
$67K -$523K -12,117 -89%
AIP
1014
Ameritas Investment Partners
Nebraska
$67K -$16.8K -390 -20%
LWS
1015
Lucia Wealth Services
California
$67K +$15.8K +365 +30%
LYV
1016
Live Your Vision
Pennsylvania
$63K -$44.8K -1,037 -41%
PCFFS
1017
Pacific Center for Financial Services
California
$56K
PG
1018
Patten Group
Tennessee
$52K -$11.4K -265 -18%
BAM
1019
Bruderman Asset Management
New York
$51K
CWA
1020
Clarus Wealth Advisors
Arizona
$51K +$4.32K +100 +9%
WF
1021
WealthTrust Fairport
Ohio
$51K +$21.5K +499 +73%
RMAM
1022
Raab & Moskowitz Asset Management
New Jersey
$51K +$51.8K +1,200 New
CAG
1023
Csenge Advisory Group
Florida
$50K -$1.63M -37,836 -97%
PFGIA
1024
Patriot Financial Group Insurance Agency
Massachusetts
$50K +$45.3K +1,049 +999%
ADL
1025
Asset Dedication LLC
California
$49K

EEM Hedge Fund Activity: Q3 2018 in Review

1,111 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2018, worth a combined $21.7B — up 3.6% from $21B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new EEM positions and 87 closed out — a net gain of 19 holders — while 345 added to existing stakes and 457 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $377M. The largest seller was UBS Group, cutting an estimated $231M.

  • 1,111 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2018, up from 1,095 in Q2 2018.
  • Funds reported $21.7B of iShares MSCI Emerging Markets ETF stock for Q3 2018, up 3.6% quarter-over-quarter.
  • 106 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2018 and 87 closed out, a net change of +19 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2018 was Fidelity Investments, an estimated $377M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2018 was UBS Group, an estimated $231M sold.

Based on aggregated 13F filings for Q3 2018.